In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us for a webinar on Wednesday, June 26, 2024, from 12:00 pm to 1:00 pm Eastern, sponsored by Security Mutual Life which can help you deal with the concerns that clients may have.
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NAIFA Live Goes Back to School
College Funding & Retirement
August 17 | 2 pm eastern
Topics: Retirement Planning NAIFA Live
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Mastering Retirement Income: Decumulation Diversification Strategies Revealed
If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.
At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.
Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
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What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning
SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.
Topics: Retirement Planning Advanced Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
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NAIFA's Members-Only Deep-Dive Webinar on SECURE 2.0 Legislation Is Tomorrow
NAIFA Webinar: Secure 2.0 Has Passed: What the Law Means for You & Your Clients
January 26, 2023 | 11 AM eastern
It's not too late to register for this members-only webinar. SECURE 2.0 and the RILA Act were signed into law late last year, bringing significant changes to how Americans can prepare for retirement and use registered index-linked annuities in their planning.
Topics: Retirement Planning Legislation & Regulations Webinar Federal Advocacy SECURE 2.0
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NAIFA Strongly Supports SECURE 2.0 Retirement Bill Passed by the House
NAIFA commends the House of Representatives on passing the SECURE 2.0 (H.R.2954) retirement planning legislation in a 414-5 vote. The popular legislation simplifies the process and creates incentives for employers to create and enroll employees in workplace retirement plans. It also creates greater flexibility for worker who contribute to the plans.
